Gary Wagner is a Series 65-licensed financial advisor with 23 years of industry experience. He is currently with Crusonia Wealth Advisors LLC, where he has worked since 2025. Prior to that, he was with Private Capital Management for seven years and operated Wagner Wealth Management for 16 years. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by providing wealth advisory services that include discretionary portfolio management, financial planning, and consulting. The firm employs a multi-disciplinary investment approach utilizing equities, fixed income, ETFs, alternative investments, and third-party managers, and is affiliated with Crusonia Tax Advisors for standalone tax services.

Taylor Jay is a CFP® professional with nine years of industry experience, currently serving at Sharkey Howes & Javer Inc. in Denver, CO. Prior to joining Sharkey Howes & Javer, Taylor worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. Sharkey Howes & Javer Inc. is a fee-only fiduciary firm with nine advisors managing over $1.1 billion for individuals, high-net-worth households, trustees, businesses, and retirement plans. The firm employs an active asset-allocation strategy overseen by an internal Investment Committee and offers financial planning, portfolio management, and employer retirement-plan services, including an online 401(k) solution.

Bradley Conover is a CFP® professional with eight years of industry experience, currently serving as an advisor at Sharkey Howes & Javer Inc in Denver, CO. His prior work includes roles at BOK Financial and its affiliates, as well as Dizzion Inc. Sharkey Howes & Javer serves individuals, high-net-worth clients, trustees, businesses, and pension plans with fee-only investment management and comprehensive financial planning. The firm employs an actively managed, asset-allocation approach supported by an internal Investment Committee and offers employer-focused retirement plan services alongside ongoing portfolio management.

Sara Kohr is a CFP® professional at Sharkey Howes & Javer Inc with three years of industry experience. She previously worked at Transform Wealth LLC and Woody Creek Management Company LLC. Based in Denver, CO, she is part of a team of nine advisors. Sharkey Howes & Javer Inc is a fee-only fiduciary firm serving individuals, high-net-worth households, trustees, businesses, and retirement plans. The firm employs active asset-allocation strategies through an internal Investment Committee and offers comprehensive financial planning, portfolio management, and employer retirement-plan services.

David Baysinger is a CFP® professional with 23 years of industry experience. He is currently with Crusonia Wealth Advisors LLC, joining the firm in 2024 after working at WealthSource Partners, LLC and Frontier Wealth Management, LLC. Outside of his advisory role, he is an associate at Elsensohn & Associates P.C., a public accounting firm where he assists with bookkeeping, tax planning, and tax form preparation. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities, offering wealth advisory services that include discretionary portfolio management, financial planning, and consulting. The firm employs a multi-disciplinary investment process incorporating equities, fixed income, alternative investments, and third-party managers, and is affiliated with a CPA firm providing standalone tax services.

Phil Jacobson is a financial advisor at Synergy Financial Partners, LLC in Denver, CO, holding the CFP® and ChFC® designations with 25 years of industry experience. He has worked at Synergy Financial Partners since 2019 and previously held positions at LPL Financial LLC and SII Investments Inc. Jacobson is also involved in fixed insurance sales as a part-time activity. Synergy Financial Partners serves individual and business clients with discretionary portfolio management and financial planning, emphasizing asset allocation through mutual funds, ETFs, and third-party model portfolios. The firm operates as a five-advisor team managing approximately $280 million and routinely directs custody and trading through LPL Financial.

Austin Cooper is a financial advisor at Horizon Wealth with one year of industry experience. He holds a Series 65 credential and previously worked at Accelerated Wealth Advisors LLC and Concentrix. Horizon Wealth Investment Solutions LLC is an SEC-registered advisory firm managing approximately $147 million for about 163 client relationships through a team of six advisors. The firm provides investment management, financial planning, and consulting services, focusing on retirement investing, income replacement, and financial independence.

Julia Getty is a financial advisor with Class VI Family Office, LLC in Denver, CO, holding a Series 65 designation and three years of industry experience. She previously worked at myCIO Wealth Partners, LLC and SEI Investments. Class VI Family Office advises business owners, executives, and entrepreneurs on wealth planning and investment management, focusing on strategies around significant liquidity events. The firm employs a holistic, IPS-driven approach emphasizing strategic asset allocation, tax-efficiency, and capital preservation.

Donald Hafner is a financial advisor at Forty North Wealth in Glendale, Colorado, with 44 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Panoramic Investment Advisors from 2017 to 2026 and SII Investments from 2002 to 2017. Forty North Wealth serves individuals, high-net-worth clients, families, trusts, estates, retirement plans, and charitable foundations, providing discretionary investment management, financial planning, retirement plan advisory, and third-party manager selection. The firm tailors allocations based on client risk tolerance and objectives and uses third-party platforms for reporting and planning, while also maintaining a formal relationship for tax and accounting services.

Lawrence Howes is a CFP® with 27 years of industry experience, currently serving at Sharkey, Howes & Javer Inc. in Denver, CO, where he has worked since 1990. He is part of a team of nine advisors at the firm. Sharkey, Howes & Javer provides fee-only investment management and comprehensive financial planning for individuals, high-net-worth clients, trustees, businesses, and pension plans. The firm employs an actively managed, asset-allocation investment approach supported by fundamental and technical analysis and offers employer-focused services including company retirement-plan administration and educational programs.

Stephen Tanner is a financial advisor with Forty North Wealth in Glendale, Colorado, holding a Series 65 designation and eight years of industry experience. He has worked at Panoramic Investment Advisors since 2017 and has been president and sole shareholder of S.M. Tanner Inc., a tax preparation service, since 1994. In addition to his advisory work, he serves as the personal representative on an estate and manages a tax preparation business. Forty North Wealth serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm provides discretionary investment management, financial planning, and retirement plan consulting, developing tailored portfolios through a combination of fundamental, technical, and cyclical analysis and utilizing third-party platforms and sub-advisors when appropriate.

Jason Alderson is a CFP® with 10 years of industry experience. He is currently with Crusonia Wealth Advisors LLC and has previously worked at Private Capital Management, Elbert Capital Management, Kestra Financial, and BOK Financial. Alderson serves on the boards of Shalom Park/Beth Israel Foundation for the Aged and The Lowry Foundation, functioning as treasurer for both organizations. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities, offering wealth advisory services that include discretionary portfolio management and financial planning. The firm employs a multi-disciplinary investment process, incorporating various asset classes and strategies, and is affiliated with Crusonia Tax Advisors, providing additional tax preparation services.

Sean Swierczewski is a Series 66-registered financial advisor with eight years of industry experience. He currently works at Class VI Family Office, LLC and has prior experience at CVA Family Office, LLC, Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and FactSet Research Systems, Inc. Outside of his advisory role, he owns and operates All Season Wash Co. LLC, a car detailing service. Class VI Family Office advises business owners, executives, and entrepreneurs on wealth planning and investment management, focusing on strategies before, during, and after significant liquidity events. The firm employs a holistic, IPS-driven process that emphasizes strategic asset allocation, tax efficiency, and capital preservation through a range of investment vehicles.

Daniel Blair is a financial advisor with Horizon Wealth in Denver, CO, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Emerson Equity LLC, Impact Partnership Wealth, Resources Investment Advisors, and Summit Wealth Strategies. Outside of advising, he manages Horizon Wealth Marketing Group, LLC, which provides marketing products and services for other financial professionals. Horizon Wealth Investment Solutions LLC is an SEC-registered advisory firm managing approximately $147 million for about 163 clients through a team of six advisors. The firm offers investment management, financial planning, and consulting services to individuals and high-net-worth clients, focusing on diversified, tax-aware portfolios and coordinating with other client advisors.

Adam Herman is a financial advisor with Global Wealth Strategies and Associates, LLC in Denver, CO. He holds a Series 66 designation and has six years of industry experience. Prior to joining Global Wealth Strategies and Associates in 2021, he worked at MML Investors Services, LLC, MassMutual Life Insurance Company, Goodway Group Holdings, Inc., and Centro Media, Inc. Outside of advising, he owns Scratch Capital, LLC, a marketing services business. Global Wealth Strategies and Associates provides discretionary investment management, financial planning, retirement-plan advisory, and consulting services to individual and institutional clients. The firm employs a top-down, macro-environmental approach to tactical asset allocation and constructs tailored growth and fixed-income strategies, often coordinating with outside advisors and accommodating client-specific restrictions.

Eric Jacobs is a financial advisor at Global Wealth Strategies and Associates, LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at MML Investors Services, LLC and MassMutual Life Insurance Company. Jacobs serves as the vice president on the board of directors for the ALS Association Rocky Mountain Chapter. Global Wealth Strategies and Associates provides discretionary investment management, financial planning, retirement-plan advisory, and consulting services to individual and institutional clients. The firm employs a top-down, macro-environmental approach to tactical asset allocation and constructs tailored growth and fixed-income strategies, often coordinating with outside advisors and accommodating client-specific trading restrictions.

Matthew Tuft is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Forty North Wealth in Glendale, Colorado. His prior roles include positions at Panoramic Investment Advisors, Bank of America, Merrill Lynch, and Crump Life Insurance Services. He is a board member of Colorado Village Collaborative, a charitable organization focused on building safe outdoor spaces for people experiencing homelessness. Forty North Wealth serves individual and high-net-worth clients, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm provides discretionary investment management, financial planning, and retirement plan consulting, employing tailored portfolios based on client objectives and risk tolerance, and utilizes multiple third-party platforms and separately managed accounts for implementation and reporting.

Meghan Ide is a financial advisor at Crusonia Wealth Advisors LLC in Denver, CO, holding a Series 66 designation with six years of industry experience. Her prior roles include positions at Private Capital Management, Auric Capital Partners, Merrill, Northern Trust, and William Blair & Company. Crusonia Wealth Advisors serves individuals, high-net-worth clients, trusts, pension plans, and business entities by offering discretionary portfolio management, portfolio design, and financial planning. The firm uses a multi-disciplinary investment process incorporating equities, fixed income, alternative investments, and third-party managers, and is affiliated with Crusonia Tax Advisors for standalone tax services.

Nicholas Rotello is a CFA® charterholder with 10 years of industry experience. He is currently with 7Two, a firm where he has worked since 2024, and previously held roles at Innovest Portfolio Solutions and Seven Two Partners. 7Two provides investment advisory, financial planning, and consulting services to a range of clients including individuals, high-net-worth families, trusts, businesses, and family offices. The firm combines fundamental and technical analysis to construct portfolios using various investment vehicles and manages both discretionary accounts and private pooled investment vehicles.

Maxwell Carlson is a financial advisor at Caitlin John, LLC with five years of industry experience. He holds a Series 65 designation and has worked at firms including Plante & Moran, PLLC. Outside of advising, he serves as Vice President of the Entry Point Advisor Network, a service provider supporting insurance agents and investment advisors. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and institutions, offering investment management, financial planning, consulting, and qualified retirement plan services. The firm’s investment programs combine active and passive management across various instruments and also provide consulting on non-traditional and private investments.